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Dues Installment Program Enrollment (DIP) Payment Decline Processing

Dues Installment Program Enrollment (DIP) Payment Decline Processing

Feb 24, 2022
Click here to download pdf version

Process payment declines from memberships enrolled in the the Dues Installment Program.

  • Payments scheduled that are declined should be processed manually

  • Conduct outreach to member an obtain updated payment information, if applicable

  • Apply payment for the missed/declined payment

 

 

Step 1: Locate Contact record and current Sales Order for member enrolled in DIP with declined DIP payment

  

 

Select Sales Order (example from production site)

 

 

Step 2: Locate Scheduled Payments (records from test site are referenced from this point forward)

 

 

 

Step 3: Note the declined payment and return to Sales Order. 

 

Step 4: Select Apply Payment

 

 

Step 5:  Provide payment information for the declined installment

Select Payment Type from drop down

Confirm Payment Applied amount

 

 

 

 

Step 6: Select Apply Payment and provide payment information

       

 

Select Continue to Convert to Invoice

 

 

 

 

 

Step 7: Provide payment information and select Process Payment

 

 

 

Step 8: Review payment receipt lines

 

 

 

 

 

Step 9: Return to Sales Order and review payment information

 

 

 

 

Step 10: Select to review payment schedule to confirm remaining scheduled payments.

 

 

 

 

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